Virtual Event

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Event Date Tue Sep 14 EDT (10 months ago)
Location Virtual Event
Region All

An estate plan ensures your personal belongings and assets go to the people you care about most, but in many instances, a will isn’t enough. Join SAFE’s Financial Wellness team to understand how an estate plan can work in conjunction with a living trust to direct your health wishes, and administer and distribute, your assets both during and beyond your lifetime.

Topics covered in this session include:

• Benefits of the estate planning process
• Living trust basics
• Wills vs. Living Trust
• Probate


2021 Speakers

Gina Richardson
Senior Financial Wellness Educator, SAFE Credit Union